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| Provider | Service type | Compensation |
|---|---|---|
GRASSI & CO1 year Filed as: GRASSI AND CO Service code 10 · EIN 82-3583612 | Accounting | $51,416 |
NEWPORT GROUP, INC.2 years Service code 14 · EIN 27-2037969 | Plan Administrator | $10,810 |
ESOP FIDUCIARIES2 years Filed as: ESOP FIDUCIARIES, INC. Service code 24 · EIN 82-1679944 | Discretionary Trustee | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,130 | $55,415-65.5% | $155,509-87.7% | $74,495-74.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 29.12% | 268.50%-239.4pp | 64.67%-35.5pp | 1364.94%-1335.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $413 | $1,738-76.2% | $15,912-97.4% | $1,942-78.7% |